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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Samuel M

Series 63, Series 66

Rossville, IL

Empower Advisory Group

Samuel Mikel is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his advisory career, he worked in various roles including at Thrivent Investment Management Inc and Mattress Firm. He serves as a village trustee for Rossville, Illinois. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lance R

Series 63

Hoopeston, IL

Edward Jones

Lance Raver is a Series 63 licensed financial advisor with Edward Jones, based in Hoopeston, Illinois. He has 27 years of industry experience and has been with Edward Jones since 1998. Outside of his advisory role, he is an investor in the restaurant business through BEST SAMMICH EVER LLC and participates in venture capital funds including Serra Ventures II and III. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supporting its extensive network of over 23,700 advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Charles C

Series 63, Series 65

Armstrong, IL

Mass Mutual Investors Services

Charles Cook is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, having worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1994, and joined Mass Mutual Investors Services in 2017. Outside of his advisory role, he is involved in raising and showing beef cattle. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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